<div class="content-intro"> About Allworth Financial Allworth Financial (<a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.allworthfinancial.com%2F&data=05%7C02%7CIliana.Escobar%40allworthfinancial.com%7C2026e3688002494e93f808df0eaab575%7C1750600f3ba44b0792b0e6cf63ab59d0%7C0%7C0%7C639245798531057261%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=wcUn7TLLpjjmsIf%2F0o3IE85m3Pxdeo6ewHuXRdqNzHw%3D&reserved=0" data-auth="NotApplicable" data-linkindex="2">www.allworthfinancial.com</a>) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives. Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth. Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com. </div>SUMMARY: Our Service Team consistently strives for service excellence. Sr. Service Associates work with our Service team and provide support to our Financial Advisors. Sr. Service Associates play a key role in providing exceptional service to clients of our financial advisory team. This role supports both clients and advisors with a focus on addressing inquiries, managing client accounts, and ensuring smooth operations. The individual will handle day-to-day client requests, manage paperwork, and assist with account transactions, working closely with senior team members to maintain a high standard of service. This is a full-time, Non-Exempt role based out of our Folsom, CA office and requires 5 days of in-office work. This position has a budgeted salary of $70,000-$85,000, which will be based on the candidates experience. In addition, this position is eligible for an annual bonus based on their performance and the companies. DUTIES AND RESPONSIBILITIES <ul> <li>Serve as a point of contact for clients, responding to calls and emails, addressing their needs and inquiries in a timely manner.</li> <li>Coordinate and manage client appointments, ensuring all logistics and documentation are prepared.</li> <li>Process client requests, including account transactions, and paperwork in compliance with firm procedures.</li> <li>Support the onboarding process for new clients, ensuring a smooth and positive first experience.</li> <li>Work with custodians and internal teams to resolve any issues related to account maintenance, transfers, or service requests.</li> <li>Provide notary services for client transactions as needed.</li> <li>Assist in maintaining accurate client records and ensure all documentation is up to date.</li> <li>Work with financial advisors to understand client preferences and goals and help relay that information accu

Sr. Service Associate

Job Description